This firm prepares tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Our firm’s seasoned professionals are experts in all areas of taxation including...

Frequently Asked Questions

Our firm specializes in outsourced accounting services, and support services for not-for-profit organizations, and businesses. We also provide payroll preparation, payroll tax services, and regular bookkeeping. We prepare tax returns for partnerships, corporations, estates, trusts, individuals, and any entities with tax-reporting requirements. We also have specialized services related to fraud. 

Our meticulous tax planning services are designed to maximize your savings and optimize your financial position. By collaborating closely with you, we identify strategic deductions, credits, and incentives, ensuring you benefit from a tailored tax strategy that minimizes liabilities and maximizes returns. Our proactive approach and attention to detail guarantee you can confidently navigate the complex tax landscape while achieving your financial objectives.

We understand the importance of flexibility, and thus, meetings can be conducted either virtually or at our office, depending on your preference. If you prefer face-to-face discussions, we offer a well-equipped meeting space at our office, where our staff works diligently to ensure the utmost security during sessions.

Advisory Services: These are one-time services designed to achieve specific objectives, such as transitioning to QuickBooks Online, setting up a small business, or completing a business plan. They are typically completed within a month or two and incur a one-time fee.

CFO Services: This offering provides you with access to a Chief Financial Officer who reviews your financial data and assists with various business or organizational issues. It involves regularly scheduled meetings to monitor business progress and provide valuable support to owners and management.

Coaching Services: Similar to CFO Services, Coaching Services cover all aspects of CFO Services but with more frequent meetings aimed at driving results through focused objectives, closely aligned with the evolving needs of your business or organization.

At our esteemed accounting firm, we offer a comprehensive range of professional and advisory services to cater to your unique needs. From expert tax planning and preparation to precise bookkeeping and financial statement analysis, our experienced team is committed to delivering solving problems and driving your financial success. We are especially proficient in dealing with small business issues and non profits and getting businesses back on track.

Our tax planning services encompass two primary approaches: one-time transaction-related tax planning and ongoing tax planning services. For one-time transactions, we conduct comprehensive data gathering sessions, prepare an estimated fee and potential savings, deliver a detailed plan, and subsequently implement it.

As for ongoing tax planning, it is typically included with our recurring fixed fee services, offering mid-year or quarterly projections, identifying deductions, implementing tailored strategies, and managing quarterly estimated tax payments.

Our tax planning services encompass two primary approaches: one-time transaction-related tax planning and ongoing tax planning services.

Our firm initially started as a bookkeeping practice in August of 2005 and subsequently obtained its accounting practice license in November of 2006.

Over the years, we have accumulated a wealth of experience and expertise, making us a trusted partner in managing your tax, compliance and advisory matters.

Our dedicated team operates from our central offices in Middletown, Delaware.

While we have the flexibility for remote work, rest assured that no staff members are fully remote or located in other countries. Our practice safeguards your sensitive data, as all work is carried out by our in-house professionals.

Our accounting firm supports a range of software solutions to meet your specific needs. We have extensive expertise in QuicBooks and QuickBooks Online, with several team members boasting decades of experience with these platforms.

Additional, we offer Accounting CS Client View, a cost-effective alternative to QuickBooks. To streamline payroll processes, we collaborate with various payroll companies, ensuring seamless payroll posting.

Unlike traditional approaches, our firm prides itself on our understanding of the art of management and the science of accounting and our ability to apply that understanding to benefit our clients.

We embrace cutting edge technologies and innovative solutions, streamlining our processes to provide real-time financial insights and ensure compliance with the latest regulations and opportunities.

With a commitment to building lasting relationships, we are advisors and partners that are as invested in your success as you are.